US federal reserve

Hamish Baillie points to Brexit and election

Muted US earnings expected

Monetary stimulus merely postponing the inevitable

'Muddle-through' scenario for the economy

How history can provide answers to today's tariff stand-off

Dilemmas facing the modern-day active manager

Deep recession unlikely

The worst case scenario for emerging market (EM) equities has started to unfold, turning a potentially positive outlook around by 180 degrees.

Bonds go down when equities go up, is the common perceived wisdom among investors.

Boris Johnson's arrival at Number 10 has done little to enhance UK investor confidence; he has wasted no time setting a collision course with the EU over his no-deal strategy, and members on the other side of the House of Commons.